so things like the consumer stilltionary sector like technology which has been hit here lately. tollers which is certainly hit here i think people are discounting maybe even more of a slowdown in china. and perhaps even more of a slowdown if that's possible in europe. so i think our analysis says you know, we-- chinese economic activity, possibly bottomed out here in the 7, 8% range. fanned we get a little bit of a surprise to the upside there or if europe is less bad or maybe even flattens out a some point in 2013, i think a sector like materials would s well, so we want to be notld overweight the defensives. we want to play continued economic recovery. >> tom: looking for growth there, rob, how about it, is it on your buy list as well? >> you know, i'm not so sure i like overweighting technology at this point. it has come long way. and i think it might take a little bit of a breather. consumer discretionaries i think should hold up pretty well. materials, i like it i would actually for the first time in many years put a toe in the water in financial. i think you might see a li